ceos-quarterly

Schedule and review EOS Quarterly Conversations between managers and direct reports.

143|54|Updated Feb 14, 2026

Search Tags:#feedback #scheduling #performance review #quarterly conversations #manager check-in #EOS

Ready to run

npx skills add https://github.com/bradfeld/ceos --skill ceos-quarterly

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: ceos-quarterly
Source: https://github.com/bradfeld/ceos/tree/main/skills/ceos-quarterly
Command: npx skills add https://github.com/bradfeld/ceos --skill ceos-quarterly

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

This Skill automates the process of conducting, scheduling, and reviewing formal quarterly conversations between managers and their direct reports, ensuring alignment and open feedback.

Core Features & Use Cases

Facilitate Conversations: Guides managers through a structured 5-point agenda for each quarterly check-in.
Schedule & Track: Identifies who needs a conversation and tracks completion status for the quarter.
Review History: Provides summaries and drill-downs into past conversations for individuals and the team.
Use Case: A manager can use this skill to run a quarterly conversation with a direct report, ensuring all key topics like Core Values, GWC, Rocks, and feedback are covered and documented.

Quick Start

Use the ceos-quarterly skill to run a quarterly conversation for Sarah Chen.

Frequently Asked Questions about ceos-quarterly

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I run a structured quarterly performance conversation with my direct reports?▼

You run a structured quarterly performance conversation by following a 5-point agenda covering Core Values, GWC, Rocks, and role expectations, ensuring all key topics are addressed and documented for open feedback.

What is the best way to schedule manager check-ins based on an accountability chart?▼

Scheduling manager check-ins is handled by analyzing the accountability chart and existing conversation records to identify who needs a quarterly conversation and track completion status for the current quarter.

How does the EOS quarterly review process work for tracking team feedback?▼

The EOS quarterly review process works by standardizing documentation and feedback loops, referencing Core Values, GWC, and Rocks, while providing summaries and drill-downs into past conversations for the team.

Can I review past quarterly conversation history for individual team members?▼

You can review past quarterly conversation history for individual team members by accessing summaries and drill-downs into previously documented manager check-ins and performance feedback.

Do I need an existing accountability chart to facilitate quarterly conversations?▼

An existing accountability chart is needed to support scheduling by analyzing reporting structures and identifying which direct reports require a quarterly conversation during the current cycle.

What core topics should be covered during a quarterly manager check-in?▼

A quarterly manager check-in should cover Core Values, GWC (Get it, Want it, Capacity to do it), Rocks, and role expectations to ensure alignment and consistent documentation between managers and direct reports.